Letter of Instruction Estate Planning Document

Download this well-formatted template to create a high-quality letter of instruction on estate planning. This file is easy to edit and fully customizable in all versions of MS Word and Apple Pages.

LETTER OF INSTRUCTION ESTATE PLANNING DOCUMENT

Date: [DATE]

Created by: [YOUR NAME]

This binder was prepared for my spouse and our child, if either myself or [NAME] are incapacitated for any reason. [NAME], our child [NAME 1] will be provided with this binder in order to manage our estate if ever we are debilitated or upon our death.

The reports located in this binder will provide the information that you need to manage our assets or distribute them upon our deaths. This binder contains key contacts, all account numbers, key passwords and general instructions. Read the report thoroughly from front-to-back and highlight key information and other data that you may find important. 

Original copies of our wills and testaments are located [LOCATION]. In the wills it will indicate the shares that we would like for the heirs to receive. An abbreviated file is located [LOCATION 1] titled [TITLE] and a complete copy of the binder is located at [LOCATION 2]. This information was compiled on [DATE 1] and it will be updated as situations may change and at least annually.

For any keys that you may need, you will find them at [AREA/PLACE]. [NAME] can get access to the safe deposit box since it is registered in our names. However, if both of us are incapacitated, [NAME 2], our designated co executors in our wills, will have to either provide a power of attorney if we are debilitated or provide a death certificate to the bank to get access to our safe deposit at [BANK NAME].